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FORM CRS A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH BETO FINANCIAL GROUP, LLC. MARCH 25, 2024 ITEM 1 INTRODUCTION Beto Financial Group, LLC, doing business as BR Wealth Management (BRWM, firm, we,

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What is form crs a summary?

Form CRS (Client Relationship Summary) is a disclosure document required by the Securities and Exchange Commission (SEC) intended to inform retail investors about the nature of their relationship with their investment adviser or broker-dealer.

Who is required to file form crs a summary?

SEC-registered investment advisers and broker-dealers that offer services to retail investors are required to file Form CRS.

How to fill out form crs a summary?

Form CRS should be filled out by providing accurate and relevant information about the firm's services, fees, conflicts of interest, disciplinary history, and background of the firm and its key personnel.

What is the purpose of form crs a summary?

The purpose of Form CRS is to provide retail investors with simple and clear information about the firm's services, fees, conflicts of interest, and disciplinary history to help them make informed decisions about their investments.

What information must be reported on form crs a summary?

Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and background of the firm and its key personnel.

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